Lam Research Corp
LRCX- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q4 2025
Institutional positions in Lam Research Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,396
- +334 vs. Q3 2025
- Shares held
- 1.08B
- +61.4M (+6.0%) vs. Q3 2025
- Total value
- $183.9B
- +$47.9B (+35.2%) vs. Q3 2025
- New holders
- 459
- 770 more added
- Sold out
- 125
- 898 more reduced
49 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shelton Capital Management | 498,958 | $85.4M | 1.69% | +197,938+65.8% | Added |
| Mn Services Vermogensbeheer B.V. | 497,143 | $85.1M | 0.52% | +9,203+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 496,300 | $85.0M | 0.14% | −409,294−45.2% | Reduced |
| Flputnam Investment Management Co | 484,829 | $83.0M | 1.21% | −12,025−2.4% | Reduced |
| Trybe Capital Management LP | 478,246 | $81.9M | 14.71% | 00.0% | Unchanged |
| Boston Partners | 476,275 | $81.8M | 0.08% | −186,079−28.1% | Reduced |
| Andra AP-fonden | 462,800 | $79.2M | 0.99% | −804,695−63.5% | Reduced |
| Renaissance Technologies LLC | 462,766 | $79.2M | 0.12% | +460,566+20,934.8% | Added |
| Allspring Global Investments Holdings, LLC | 423,442 | $78.4M | 0.13% | +98,961+30.5% | Added |
| State Farm Mutual Automobile Insurance Co | 455,360 | $77.9M | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 454,376 | $77.8M | 0.34% | +83,974+22.7% | Added |
| NewEdge Wealth, LLC | 452,879 | $77.5M | 0.88% | +12,878+2.9% | Added |
| Clearbridge Investments, LLC | 451,872 | $77.4M | 0.06% | +23,687+5.5% | Added |
| Commonwealth Equity Services, LLC | 449,917 | $77.0M | 0.10% | +23,823+5.6% | Added |
| Nissay Asset Management Corp | 441,668 | $75.6M | 0.39% | −737−0.2% | Reduced |
| ARS Investment Partners, LLC | 435,459 | $74.5M | 4.36% | −3,641−0.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 435,112 | $74.5M | 1.45% | +60.0% | Added |
| State of New Jersey Common Pension Fund D | 432,873 | $74.1M | 0.27% | −17,989−4.0% | Reduced |
| Mediolanum International Funds Ltd | 422,978 | $73.5M | 0.74% | +160,434+61.1% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 425,000 | $72.8M | 1.06% | +55,000+14.9% | Added |
| Forsta Ap-Fonden | 424,900 | $72.7M | 0.43% | −38,900−8.4% | Reduced |
| Wellington Management Group LLP | 416,605 | $71.3M | 0.01% | +17,693+4.4% | Added |
| Resona Asset Management Co.,Ltd. | 413,623 | $71.1M | 0.34% | −21,419−4.9% | Reduced |
| Pinebridge Investments LLC | 412,987 | $70.7M | 0.52% | +412,987 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 408,814 | $70.0M | 0.35% | −728−0.2% | Reduced |
| Wedge Capital Management L L P | 406,043 | $69.5M | 1.25% | −216,393−34.8% | Reduced |
| Cetera Investment Advisers | 399,053 | $68.3M | 0.07% | −15,803−3.8% | Reduced |
| Jupiter Asset Management Ltd | 398,868 | $68.3M | 0.55% | −260,892−39.5% | Reduced |
| US Bancorp | 396,690 | $67.9M | 0.08% | −11,515−2.8% | Reduced |
| ING Groep NV | 387,321 | $66.3M | 0.40% | −292,667−43.0% | Reduced |
| Marshall Wace, LLP | 380,000 | $65.0M | 0.06% | +93,706+32.7% | Added |
| Balyasny Asset Management LLC | 379,324 | $64.9M | 0.12% | −417,094−52.4% | Reduced |
| Pinnacle Associates Ltd | 378,825 | $64.8M | 0.83% | −45,952−10.8% | Reduced |
| Castleark Management LLC | 372,876 | $63.8M | 1.87% | −131,244−26.0% | Reduced |
| Calamos Advisors LLC | 366,417 | $62.7M | 0.26% | +29,989+8.9% | Added |
| State of Michigan Retirement System | 364,200 | $62.3M | 0.30% | −7,400−2.0% | Reduced |
| Xponance, Inc. | 362,284 | $62.0M | 0.47% | +6,308+1.8% | Added |
| MetLife Investment Management | 361,637 | $61.9M | 0.30% | −13,148−3.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 357,960 | $61.3M | 0.51% | −1,900−0.5% | Reduced |
| Arizona State Retirement System | 357,563 | $61.2M | 0.33% | −15,984−4.3% | Reduced |
| Daiwa Securities Group Inc. | 357,094 | $61.1M | 0.20% | +14,478+4.2% | Added |
| Janney Montgomery Scott LLC | 355,511 | $60.9M | 0.14% | −9,310−2.6% | Reduced |
| Fisher Asset Management, LLC | 355,347 | $60.8M | 0.02% | −37,445−9.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 352,699 | $60.4M | 0.42% | +34,235+10.8% | Added |
| Guinness Asset Management LTD | 348,115 | $60.2M | 0.98% | −73,997−17.5% | Reduced |
| Czech National Bank | 331,197 | $56.7M | 0.37% | +9,755+3.0% | Added |
| Capital Fund Management S.A. | 328,638 | $56.3M | 0.53% | −149,170−31.2% | Reduced |
| Burney Co | 326,499 | $55.9M | 1.74% | −49,782−13.2% | Reduced |
| Nicholas Company, Inc. | 321,092 | $55.0M | 0.96% | −121,448−27.4% | Reduced |
| Empire Life Investments Inc. | 319,892 | $54.8M | 3.08% | +16,385+5.4% | Added |
| Thrivent Financial for Lutherans | 308,934 | $53.0M | 0.09% | +3,793+1.2% | Added |
| Nomura Holdings Inc | 307,822 | $52.7M | 0.15% | +53,135+20.9% | Added |
| Ieq Capital, LLC | 307,658 | $52.7M | 0.16% | +7,337+2.4% | Added |
| Fiera Capital Corp | 305,640 | $52.3M | 0.17% | +105,853+53.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 304,534 | $52.2M | 0.96% | +96,598+46.5% | Added |
| Aptus Capital Advisors, LLC | 304,674 | $52.2M | 0.44% | +3,143+1.0% | Added |
| Banco Santander, S.A. | 299,635 | $51.3M | 0.38% | +47,870+19.0% | Added |
| Crestwood Advisors Group LLC | 297,679 | $51.0M | 0.85% | −29,266−9.0% | Reduced |
| Moneta Group Investment Advisors LLC | 297,355 | $50.9M | 0.39% | −17,048−5.4% | Reduced |
| Lido Advisors, LLC | 366,676 | $50.6M | 0.20% | +1,090+0.3% | Added |
| Gotham Asset Management, LLC | 295,410 | $50.6M | 0.18% | +58,233+24.6% | Added |
| Triple Frond Partners LLC | 295,377 | $50.6M | 5.26% | −132,513−31.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 292,160 | $50.0M | 0.25% | −11,762−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 290,604 | $49.8M | 0.07% | +6,623+2.3% | Added |
| Amalgamated Bank | 281,623 | $48.2M | 0.35% | +933+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 280,940 | $48.1M | 0.54% | −13,824−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 279,906 | $47.9M | 1.06% | −2,097,884−88.2% | Reduced |
| Cincinnati Financial Corp | 277,240 | $47.5M | 0.93% | +277,240 | New |
| Tredje AP-fonden | 274,669 | $47.0M | 0.35% | +203,688+287.0% | Added |
| Penserra Capital Management LLC | 274,150 | $46.9M | 0.56% | −79,310−22.4% | Reduced |
| Rakuten Investment Management, Inc. | 265,528 | $46.7M | 0.16% | +228,531+617.7% | Added |
| Qube Research & Technologies Ltd | 272,628 | $46.7M | 0.07% | +272,628 | New |
| Adams Diversified Equity Fund, Inc. | 271,700 | $46.5M | 1.55% | −6,300−2.3% | Reduced |
| Retirement Systems of Alabama | 267,200 | $45.7M | 0.15% | −2,780−1.0% | Reduced |
| GF Fund Management Co. Ltd. | 266,539 | $45.6M | 0.78% | +11,787+4.6% | Added |
| Vontobel Holding Ltd. | 265,436 | $45.4M | 0.15% | −23,829−8.2% | Reduced |
| Wealth Architects, LLC | 263,272 | $45.1M | 4.06% | −168−0.1% | Reduced |
| AIA Group Ltd | 261,872 | $44.8M | 0.67% | +229,015+697.0% | Added |
| Neville Rodie & Shaw Inc | 259,972 | $44.5M | 3.14% | −6,782−2.5% | Reduced |
| Pathstone Holdings, LLC | 256,202 | $43.9M | 0.17% | −2,314−0.9% | Reduced |
| QRG Capital Management, Inc. | 254,991 | $43.6M | 0.49% | +20,730+8.8% | Added |
| IFM Investors Pty Ltd | 254,779 | $43.6M | 0.36% | +188+0.1% | Added |
| McGuire Investment Group, LLC | 254,080 | $43.5M | 4.65% | −15,531−5.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 252,678 | $43.3M | 2.10% | −8,564−3.3% | Reduced |
| Manchester Global Management (UK) Ltd | 249,720 | $42.7M | 5.76% | −716−0.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 247,756 | $42.4M | 0.39% | +247,756 | New |
| CIBC World Markets Inc. | 247,467 | $42.4M | 0.08% | −119,387−32.5% | Reduced |
| CIBC World Markets Corp | 247,408 | $42.4M | 0.21% | +247,408 | New |
| Defiance ETFs, LLC | 237,367 | $41.2M | 1.35% | +237,367 | New |
| Varma Mutual Pension Insurance Co | 231,730 | $39.7M | 0.24% | −27,100−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 230,607 | $39.5M | 0.07% | −11,054−4.6% | Reduced |
| Zacks Investment Management | 229,408 | $39.3M | 0.31% | −319−0.1% | Reduced |
| Four Tree Island Advisory LLC | 229,070 | $39.2M | 21.64% | −5,472−2.3% | Reduced |
| Comerica Bank | 226,990 | $38.9M | 0.16% | −33,130−12.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 225,575 | $38.6M | 0.21% | +43,515+23.9% | Added |
| UniSuper Management Pty Ltd | 223,983 | $38.3M | 0.23% | −18,072−7.5% | Reduced |
| British Columbia Investment Management Corp | 223,767 | $38.3M | 0.20% | +39,715+21.6% | Added |
| iA Global Asset Management Inc. | 222,560 | $38.1M | 0.49% | +26,273+13.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 219,470 | $37.6M | 1.56% | −15,860−6.7% | Reduced |
| Coldstream Capital Management Inc | 219,496 | $37.6M | 0.48% | −29,288−11.8% | Reduced |